Raymond James · 2 weeks ago
Agency and C&I Loan Servicing Specialist
Pittsburgh, PA
Full-time
Onsite
Senior Level
5+ years expRaymond James is seeking an Agency and C&I Loan Servicing Specialist who will possess a solid understanding of the Commercial Loan Process, specifically in Commercial & Industrial and Agency Servicing. The role involves supporting daily Loan Operations, providing expertise in processing, and training less experienced colleagues in agency servicing and loan administration.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans
Leads communication for the participation desk; including inquiries, complex research and issue resolution
Ensures ticklers/exceptions are maintained and kept up to date
Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit
Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees
Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution
Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions
Projects, as assigned
Qualification
Required
Solid understanding of the Commercial Loan Process from start to finish
Expertise in the Commercial & Industrial and specifically Agency Servicing
Willingness to work alongside Team Leads and/or Managers
Experience in C&I and Agented loan administration, closing, due diligence, documentation and loan booking
In depth knowledge of bank processing systems including Fiserv Signature
Supports daily Loan Operations functions and provides processing expertise and high level of customer service interactions
Leads communication for the participation desk; including inquiries, complex research and issue resolution
Ensures ticklers/exceptions are maintained and kept up to date
Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
Trains and coaches less experienced colleagues on TriState Procedures and processes
Independently completes complex calculations including accruing/unused fees, interest calculations, and letter of credit fees
Provides assistance to less tenured team members for the specified line of business
Ensures departmental procedures are updated if required; reviews for completeness and accuracy
Identifies redundancies and inefficiencies, makes recommendations, and successfully implements continuous improvement solutions
Bachelor's Degree, or equivalent combination of education and experience
Experience in working with Fiserv Signature
5+ years of experience in Operational Lending environment
Time management – ability to independently prioritize tasks, objectives and meet specified deadlines
Teamwork – work closely with team members across loan ops in the organization
Communication and collaboration – ability to effectively communicate issues and resolutions
Knowledge sharing – creatively and impactfully share knowledge through training and documented job aides
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
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